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Addepar is a global data and AI company serving the financial services ecosystem. This managed data environment within the Addepar platform unifies, governs and activates data across your firm — creating a consistent, permissioned foundation for workflows, analytics and AI at scale. Collect documents from fund portals and inboxes, process data with AI validated with automated checks and human review.
Products
ADX Move from siloed data to connected financial intelligence.Make your data a firmwide asset with Addepar Data Exchange (ADX). ADX connects your firm's data ecosystem, powering advanced analytics, AI workflows and trusted portfolio insights across the enterprise.
ADX turns disconnected data into a system your business can run on. This managed data environment within the Addepar platform unifies, governs and activates data across your firm — creating a consistent, permissioned foundation for workflows, analytics and AI at scale. Source ↗
Alts Data Management Manage alternatives with greater control.Addepar Alts Data Management extracts and standardizes data from capital calls, statements and distribution notices. Replace manual tracking with clean data that supports analysis, reporting and investment decisions across private markets.
Automate alternatives data management end-to-end without sacrificing quality. Collect documents from fund portals and inboxes, process data with AI validated with automated checks and human review. Access files in one centralized location. Source ↗
Navigator Project future outcomes with advanced scenario modeling.With Navigator, you move beyond historical data to plan for future outcomes and gain insight into liquidity and portfolio performance.
Private Fund Benchmarks Benchmark private market performance with confidence.Provide the context you need to evaluate private investments with confidence. Compare performance across funds, strategies and vintages to understand what is driving results and how your portfolio stacks up against the broader market.
Sandbox Test and build in a secure environment.Build, test and train teams in an environment designed for safe experimentation.
Sandbox is an isolated environment that mirrors your live Addepar instance. It allows you to test new workflows, integrations and configurations without impacting your production data or disrupting your daily operations. Source ↗
Platform Overview Transform wealth operations with data and native AI.By combining high-fidelity data with native AI, unifying data, streamlining workflows to help make informed investment decisions.
AI Discover Addepar’s approach to AI.Addepar delivers AI that enhances how investment teams understand portfolios, operate at scale and engage clients.
Alternatives Gain visibility across complex alternatives.Capture complex fund data, evaluate performance against peers and model future outcomes across your full portfolio.
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Marketing & Ads
Read the case study - Stop rebuilding every report from scratch
Hundreds of individually structured donor-advised funds. Three investment professionals. See how Tides uses Addepar to spend less time assembling data and more time on analysis and donor engagement.
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Alternative Investments - Addepar Alts Data Management
Help your clients clearly visualize the private equity lifecycle. Replace historical guesswork with data-backed pacing models to turn J-curve anxiety into alternative asset allocation confidence.
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Alternative Investments - Addepar Alts Data Management
Help your clients clearly visualize the private equity lifecycle. Replace historical guesswork with data-backed pacing models to turn J-curve anxiety into alternative asset allocation confidence.
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Alternative Investments - Addepar Alts Data Management
Help your clients clearly visualize the private equity lifecycle. Replace historical guesswork with data-backed pacing models to turn J-curve anxiety into alternative asset allocation confidence.
Learn more
First shown Nov 5, 2026 · Last shown Nov 11, 2026Landing page
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Alternative Investments - Addepar Alts Data Management
Help your clients clearly visualize the private equity lifecycle. Replace historical guesswork with data-backed pacing models to turn J-curve anxiety into alternative asset allocation confidence.
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First shown Nov 4, 2026 · Last shown Nov 11, 2026Landing page
Addepar - Turn complex financial data into actionable intelligence
Addepar is the foundational data and AI platform trusted by financial professionals globally. By combining high-fidelity data with native AI, our platform unifies data into a single source of truth and streamlines workflows helping you make informed investment decisions and scale with confidence.
Learn more
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Read the case study - Stop rebuilding every report from scratch
Hundreds of individually structured donor-advised funds. Three investment professionals. See how Tides uses Addepar to spend less time assembling data and more time on analysis and donor engagement.
Learn more
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Addepar - Turn complex financial data into actionable intelligence
Addepar is the foundational data and AI platform trusted by financial professionals globally. By combining high-fidelity data with native AI, our platform unifies data into a single source of truth and streamlines workflows helping you make informed investment decisions and scale with confidence.
Learn more
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